Crystal Lauwerier

As a Certified Financial Planner (CFP®), Crystal specializes in creating personalized financial strategies for individuals and businesses. She works closely with your accountant to integrate financial planning with tax strategies, ensuring alignment across all areas of your financial life to optimize growth and minimize tax.

Whether you’re planning for retirement, saving for future goals, or simplifying your financial situation, Crystal provides expert guidance and customized solutions. Her approachable, friendly style ensures you feel confident and clear about your financial path.

In addition to her CFP® role, Crystal is also an Associate Portfolio Manager at TriCert Investment Counsel.

Outside of work, she enjoys spending time with family and friends, cooking, and relaxing at the cottage.